SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 273 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,881,208 | -8.2% | 78,976 | -3.5% | 0.09% | -3.2% |
| Q2 2023 | $2,048,397 | -3.2% | 81,805 | -3.2% | 0.09% | -13.0% |
| Q1 2023 | $2,115,529 | -10.9% | 84,486 | +74.3% | 0.11% | -24.5% |
| Q4 2022 | $2,374,066 | -5.8% | 48,480 | -7.8% | 0.14% | -2.1% |
| Q3 2022 | $2,520,000 | -6.3% | 52,595 | +0.5% | 0.15% | -3.3% |
| Q2 2022 | $2,689,000 | -7.3% | 52,340 | -0.5% | 0.15% | +19.8% |
| Q1 2022 | $2,901,000 | -8.3% | 52,595 | -0.2% | 0.13% | -1.6% |
| Q4 2021 | $3,165,000 | – | 52,681 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
| Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
| Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
| Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
| Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
| Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
| Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
| Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
| QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
| High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |